Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- 最新申報
- 2026/8/14
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/27 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 81
- 較 2021 年第 4 季 −2
- 總值
- $1.20 億
- 較 2021 年第 4 季 −$776.5 萬 (−6.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 68,557 | $1,903 萬 | 15.9% | +2,742+4.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 70,204 | $1,226 萬 | 10.2% | +2,383+3.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,421 | $876.2 萬 | 7.3% | +238+0.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,141 | $698.0 萬 | 5.8% | +184+9.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,245 | $624.4 萬 | 5.2% | +82+3.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 15,167 | $413.8 萬 | 3.4% | +1,145+8.2% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 94,439 | $343.9 萬 | 2.9% | −7,537−7.4% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 4,820 | $277.6 萬 | 2.3% | +118+2.5% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 10,915 | $224.1 萬 | 1.9% | −775−6.6% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 42,737 | $217.7 萬 | 1.8% | −706−1.6% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 41,581 | $215.3 萬 | 1.8% | +100+0.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 15,288 | $208.4 萬 | 1.7% | −1,947−11.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,269 | $199.7 萬 | 1.7% | −499−4.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,544 | $195.9 萬 | 1.6% | +110+1.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,165 | $185.9 萬 | 1.5% | +30+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 11,790 | $174.2 萬 | 1.5% | +1,345+12.9% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,201 | $163.2 萬 | 1.4% | +2,001+166.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 19,738 | $162.0 萬 | 1.4% | +1,100+5.9% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 9,711 | $153.9 萬 | 1.3% | −244−2.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 27,151 | $151.4 萬 | 1.3% | +571+2.1% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 13,908 | $140.8 萬 | 1.2% | +663+5.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,295 | $139.5 萬 | 1.2% | +275+27.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,269 | $127.1 萬 | 1.1% | −639−6.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,417 | $126.5 萬 | 1.1% | +180+4.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,925 | $125.8 萬 | 1.0% | +500+9.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,924 | $121.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,559 | $116.1 萬 | 1.0% | +71+2.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,504 | $113.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,304 | $102.2 萬 | 0.9% | +774+14.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 20,246 | $100.3 萬 | 0.8% | +108+0.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 23,170 | $95.5 萬 | 0.8% | +1,450+6.7% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 7,398 | $94.8 萬 | 0.8% | +1,910+34.8% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 7,512 | $92.5 萬 | 0.8% | −449−5.6% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 11,765 | $91.6 萬 | 0.8% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 8,325 | $91.0 萬 | 0.8% | +275+3.4% | 加碼 | 歷史 |
| EFTEaton Vance Floating-Rate Income Trust | COM | 64,750 | $85.6 萬 | 0.7% | +2,500+4.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,620 | $80.3 萬 | 0.7% | −475−11.6% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 9,308 | $68.5 萬 | 0.6% | −500−5.1% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 3,113 | $66.8 萬 | 0.6% | +2+0.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,000 | $66.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 3,185 | $61.0 萬 | 0.5% | −1,100−25.7% | 減碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 19,721 | $58.5 萬 | 0.5% | 00.0% | 不變 | – |
| PSAPublic Storage | COM | 1,300 | $50.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,334 | $48.4 萬 | 0.4% | −40−2.9% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 6,188 | $48.3 萬 | 0.4% | 00.0% | 不變 | – |
| PYPLPayPal Holdings, Inc. | Stock | 4,160 | $48.1 萬 | 0.4% | −4,455−51.7% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 2,685 | $47.2 萬 | 0.4% | −50−1.8% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 644 | $43.5 萬 | 0.4% | +105+19.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 20,210 | $41.8 萬 | 0.3% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 2,000 | $38.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,381 | $38.8 萬 | 0.3% | −575−19.5% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,650 | $38.2 萬 | 0.3% | −1,175−41.6% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,540 | $38.2 萬 | 0.3% | +100+2.9% | 加碼 | – |
| ABNBAirbnb, Inc. | Stock | 2,207 | $37.9 萬 | 0.3% | +280+14.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,640 | $36.5 萬 | 0.3% | +50+3.1% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 1,650 | $35.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 14,185 | $33.5 萬 | 0.3% | −8,682−38.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,204 | $32.8 萬 | 0.3% | −1,000−31.2% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 201 | $31.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 1,500 | $30.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,345 | $29.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,000 | $28.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,713 | $27.2 萬 | 0.2% | 00.0% | 不變 | – |
| LUVSouthwest Airlines Co | COM | 5,933 | $27.2 萬 | 0.2% | −3,250−35.4% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,157 | $26.3 萬 | 0.2% | +1,157 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 1,950 | $26.2 萬 | 0.2% | −10−0.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 90 | $25.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,918 | $24.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 2,950 | $24.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $23.7 萬 | 0.2% | 00.0% | 不變 | – |
| DALDelta Air Lines, Inc. | COM NEW | 6,000 | $23.7 萬 | 0.2% | −5,000−45.5% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 600 | $22.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,091 | $21.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,449 | $21.4 萬 | 0.2% | 00.0% | 不變 | – |
| EXCExelon Corp | Stock | 4,500 | $21.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 725 | $21.3 萬 | 0.2% | +725 | 新進 | 歷史 |
| ANETArista Networks, Inc. | COM | 1,516 | $21.1 萬 | 0.2% | +1,516 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 326 | $20.5 萬 | 0.2% | +326 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 1,075 | $20.1 萬 | 0.2% | +1,075 | 新進 | 歷史 |
| CARMCarisma Therapeutics Inc. | COM | 327,900 | $19.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 1,300 | $19.3 萬 | 0.2% | +1,300 | 新進 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| NUENucor Corp | COM | – | $14.9 萬 |
2021 年第 4 季之後清倉（8 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GLDSPDR Gold Trust | ETF | 3,895 | $66.6 萬 | 0.5% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,555 | $52.7 萬 | 0.4% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,576 | $32.5 萬 | 0.3% | – |
| ZMZoom Communications, Inc. | Stock | 1,460 | $26.9 萬 | 0.2% | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 1,592 | $21.0 萬 | 0.2% | – |
| SOFISoFi Technologies, Inc. | Stock | 13,000 | $20.6 萬 | 0.2% | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 6,072 | $20.0 萬 | 0.2% | – |
| NBWNeuberger Berman California Municipal Fund Inc. | COM | 11,000 | $15.4 萬 | 0.1% | 歷史 |